TrueAdvisor
TrueAdvisor
TG
ChFC
TG
ChFC

Troy Michael Guerrette

Guidance Point Retirement Services, LLC
31 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Guidance Point Retirement Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
6 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$62.9M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

Bow, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Guidance Point Retirement Services, LLC
April 2025 - Present · 10 mos
Previous Registrations
Lincoln Financial Distributors, INC.Broker
May 2024 - March 2025 · 10 mos
Lincoln Financial Advisors CorporationBroker
September 2011 - May 2024 · 12 yrs 8 mos
Lincoln Financial Distributors, INC.Broker
November 2009 - December 2012 · 3 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
October 2007 - September 2011 · 3 yrs 11 mos
Lincoln Financial Distributors, INC.Broker
December 2006 - October 2007 · 10 mos
The Lincoln National Life Insurance CompanyBroker
January 1997 - June 2006 · 9 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
October 1996 - December 2006 · 10 yrs 2 mos
Unum Sales CorporationBroker
November 1993 - October 1996 · 2 yrs 11 mos
State Registrations2 states
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Exams
No exam information available for this advisor.